I've had similar experiences in the past where I did not follow...

I've had similar experiences in the past where I did not follow my conviction and lost out on gains as a result.

Personally speaking, I've done my own due diligence for LVT and found the fundamentals backed my investment thesis. Not perfect but in my own opinion, LVT appears oversold by people that have given up on the business.

It still is a good business under the hood and is on track to get to $100M+ ARR within 3 years by my own estimates which should give it an implied EV of $1B (give or take a bit).

The only thing that has changed is the timeline.